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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,613 | $95,979-82.7% | $74,551-77.7% | $135,380-87.7% |
| Participation rate | 52.9% | 75.7%-22.7pp | 69.1%-16.2pp | 82.6%-29.7pp |
| Annual return | -6.47% | 56.97%-63.4pp | 32.53%-39.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $812 | $2,716-70.1% | $1,961-58.6% | $4,779-83.0% |
| Participant deferral / active EE | $1,164 | $3,844-69.7% | $3,108-62.5% | $5,609-79.2% |
| Admin fee / account holder | $1,773 | $6,522-72.8% | $5,059-65.0% | $10,828-83.6% |